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CFS Investment Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

CFS Investment Advisory Services’s Portfolio JMST Stock Details JMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$280K Sell
5,500
-111,681
-95% -$5.7M 0.04% 198
2021
Q3 		$5.99M Buy
+117,181
New +$5.99M 0.82% 25

Other funds holding JMST

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CFS Investment Advisory Services's JMST Position: Q4 2021 in Review

CFS Investment Advisory Services reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 95% in Q4 2021, selling an estimated $5.7M and leaving 5,500 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #198.

CFS Investment Advisory Services first reported a position in JMST in Q3 2021 and has held it in 2 quarters since. The position peaked at $5.99M in Q3 2021. 291 funds tracked by Wall St. Rank hold JMST as of Q4 2021.

  • CFS Investment Advisory Services held 5,500 shares of JPMorgan Ultra-Short Municipal Income ETF worth $280K as of Q4 2021.
  • CFS Investment Advisory Services sold 111,681 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2021, an estimated $5.7M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of CFS Investment Advisory Services's portfolio in Q4 2021, its #198 holding.
  • CFS Investment Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 2 quarters since.
  • CFS Investment Advisory Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.99M in Q3 2021.
  • 291 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.